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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.14
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets20.67M
American Funds SMALLCAP World 529-F-2
Price$75.06
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets80.92B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 80.9B vs. AVPEX (20.7M). AVPEX pays higher dividends than FSWFX: AVPEX (8.61) vs FSWFX (0.82). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 6.69 vs. AVPEX (-1.70).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | -1.054 | 11.055 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 80.9B | 0% |
| Annual Yield % from dividends | 8.61 | 0.82 | 1,054% |
| Returns for 1 year | -1.70 | 6.69 | -25% |
| Returns for 3 years | 41.37 | 42.11 | 98% |
| Returns for 5 years | 34.93 | N/A | - |
| Returns for 10 years | 96.94 | N/A | - |
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